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Derby & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Derby & Company’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,189
Closed -$267K – 51
2019
Q4 		$267K Buy
+3,189
New +$257K 0.1% 47

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Derby & Company's IJR Position: Q1 2020 in Review

Derby & Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 3,189 shares — an estimated $267K sold.

Derby & Company first reported a position in IJR in Q4 2019 and held it in 1 quarter. The position peaked at $267K in Q4 2019. 1,384 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

  • Derby & Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Derby & Company sold 3,189 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $267K.
  • Derby & Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Derby & Company's iShares Core S&P Small-Cap ETF position peaked at $267K in Q4 2019.
  • 1,384 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Derby & Company's 13F filing for Q1 2020, filed 28 Apr 2020.